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TCI Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

TCI Wealth Advisors’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-87
Closed -$5.35K – 1623
2023
Q1 		$5.35K Sell
87
-158
-64% -$11.2K ﹤0.01% 1478
2022
Q4 		$17.8K Sell
245
-1
-0.4% -$72 ﹤0.01% 751
2022
Q3 		$16K Buy
246
+7
+3% +$500 ﹤0.01% 774
2022
Q2 		$16K Buy
239
+51
+27% +$3.5K ﹤0.01% 742
2022
Q1 		$13K Sell
188
-9
-5% -$663 ﹤0.01% 936
2021
Q4 		$14K Buy
197
+9
+5% +$666 ﹤0.01% 928
2021
Q3 		$13K Buy
188
+71
+61% +$4.91K ﹤0.01% 929
2021
Q2 		$8K Sell
117
-46
-28% -$3.44K ﹤0.01% 1127
2021
Q1 		$12K Buy
163
+81
+99% +$5.92K 0.01% 762
2020
Q4 		$6K Sell
82
-26
-24% -$1.59K ﹤0.01% 820
2020
Q3 		$6K Buy
108
+9
+9% +$493 ﹤0.01% 725
2020
Q2 		$6K Buy
99
+73
+281% +$4.21K ﹤0.01% 697
2020
Q1 		$1K Sell
26
-47
-64% -$3.06K ﹤0.01% 1309
2019
Q4 		$5K Buy
+73
New +$5.16K ﹤0.01% 865

Other funds holding PB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TCI Wealth Advisors's PB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Prosperity Bancshares (PB) in Q2 2023, closing a stake of 87 shares — an estimated $5.35K sold.

TCI Wealth Advisors first reported a position in PB in Q4 2019 and held it in 14 quarters. The position peaked at $17.8K in Q4 2022. 307 funds tracked by Wall St. Rank hold PB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Prosperity Bancshares position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 87 Prosperity Bancshares shares in Q2 2023, an estimated $5.35K.
  • TCI Wealth Advisors first reported a position in Prosperity Bancshares in Q4 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Prosperity Bancshares position peaked at $17.8K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.